Sector summaries from our research. Free to read. The detailed report is the paid product.
Capital can move. Factories can move. Even oil routing can shift. EIA data shows the Strait of Malacca moving more oil than Hormuz — proof that ASEAN's real strategic value isn't a policy choice anyone made. It's a fact of the map nothing on the table can undo.
Read analysis → ASEAN · Data CentersThe U.S. holds 44% of world data center capacity. APAC holds 11%. But Johor just entered the world's Top 10 with 124% YoY growth. The map operators will work from for the next decade — and why "Singapore as Asia hub" no longer scales.
Read analysis → ASEAN · GeopoliticsWater, power and talent set the baseline — none of ASEAN's bases has a clean answer on resources alone, and the rise of advanced packaging has made those constraints more binding. On top of that sits a second layer: how US and Chinese capital are reorganising. A balanced, data-rich read on how to weigh both for a real site decision.
Read analysis → ASEAN · SemiconductorsThe money has landed; the question is whether the region can run it. Inside the three constraints no incentive package lifts — a tenfold engineer gap, 38M litres of water a day, and a grid now shared with AI.
Read analysis → ASEAN · Semiconductors~$60.8B in chip FDI since 2020 — nearly 80% in just two countries. It's not one hub; it's five very different bets, and a people/power/water ceiling is emerging.
Read analysis → Thailand · ManufacturingOver 3,500 Thai factories closed since 2021. Steel capacity at 28%. A data-driven breakdown of where Chinese competition bites hardest.
Read analysis → Vietnam · FDI & ReformFDI hit a 16-year high in 2025 — yet regulation runs 4x the OECD average. The data-driven picture behind the "Vietnam can only go up" narrative.
Read analysis → ASEAN · China+1As money floods into ASEAN, three countries compete for China's outflowing factories — each with a different weapon. A data-driven comparison.
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